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Starbucks
SBUX

Overview Fund Activity

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
1701
Waterfront Wealth
Kansas
$356K +$3.39K +36 +1%
QC
1702
Quent Capital
New York
$356K +$13.6K +149 +4%
ACP
1703
Aveo Capital Partners
Colorado
$355K +$12K +131 +3%
CCFM
1704
Clear Creek Financial Management
Washington
$354K +$40.6K +445 +13%
LMKC
1705
L.M. Kohn & Company
Ohio
$353K +$274 +3 +0.1%
SF
1706
Symphony Financial
Texas
$352K +$26.4K +290 +8%
GWM
1707
GSB Wealth Management
Connecticut
$352K +$4.75K +52 +1%
JBA
1708
Johnson Bixby & Associates
Washington
$351K -$2.74K -30 -0.8%
BAAM
1709
Baker Avenue Asset Management
California
$351K -$365 -4 -0.1%
LPAM
1710
Lodestar Private Asset Management
California
$350K -$26.8K -294 -7%
ZF
1711
Zhang Financial
Michigan
$350K – – –
PP
1712
Pacifica Partners
Canada
$349K +$3.6K +39 +1%
PFA
1713
Petra Financial Advisors
Colorado
$348K +$61.2K +671 +21%
WP
1714
WealthPLAN Partners
Nebraska
$348K +$117K +1,278 +50%
LFA
1715
Lauterbach Financial Advisors
Texas
$348K – – –
LWM
1716
LJI Wealth Management
Indiana
$347K +$2.01K +22 +0.6%
WSCM
1717
Wellington Shields Capital Management
New York
$347K -$36.5K -400 -10%
CWP
1718
Core Wealth Partners
California
$347K – – –
AC
1719
Allstate Corporation
Illinois
$347K – – –
6F
1720
626 Financial
Michigan
$346K +$91 +1 +0%
CAI
1721
Capital Advisors Inc
Oklahoma
$346K +$35.7K +391 +12%
WAOI
1722
Wealth Advisors of Iowa
Iowa
$345K +$91 +1 +0%
OWP
1723
Obermeyer Wealth Partners
Colorado
$345K -$45.6K -500 -12%
HGERS
1724
Householder Group Estate & Retirement Specialist
Arizona
$345K +$345K +3,778 New
SWA
1725
SOA Wealth Advisors
New York
$345K +$11.7K +128 +4%
67 68
69
70 71